SiteRunner
Governance

Approval & notification settings

Human-in-the-loop thresholds and how you're alerted for proposal actions.

Signing actor
Notification preferences

Choose how each alert reaches you. Email alerts go to the approver address above.

AlertIn-appEmailBoth
Proposal approval pending
A proposal is sent and awaiting sign-off.
Flagged draft
New draft has unresolved Review flags.
Client change request
Client asked for changes via secure link.
New proposal version drafted
A new version was spawned from a revision.
Invoice approval needed
An invoice is awaiting your approval to send or mark paid.
Purchase order approval
A PO is submitted for approval before going to the vendor.
Client upload indexed
A client-uploaded document finished OCR indexing.
Vendor bill approval
A vendor invoice was uploaded and OCR-extracted, awaiting approval.
Approval thresholds

Any proposal action crossing these triggers a required approval modal, and the signed note is written to the audit log.

QuickBooks Online integration

Post approved vendor bills as QuickBooks Bills. Uses an OAuth-linked realm; disconnect any time.

Demo mode: simulates the QuickBooks OAuth handshake without leaving the app.
Email templates
Preview & send test
Emailed to the client when a proposal moves to Sent.
To jordan@meyerconstruction.com
Subject
Your proposal from Meyer Construction — PROP-2026-0092
Hi {{client.firstName}},

Your proposal PROP-2026-0092 is ready for review. Open the secure link below to view the PDF and accept or request changes:

https://buildos.app/client/PROP-2026-0092?t=SECURE_TOKEN

This link is unique to you. It expires when the proposal is decided or a new version is drafted.

— Jordan Meyer
Meyer Construction

Placeholders like {{client.firstName}} are filled in at send time.

Test emails respect your notification preferences and log to the outbox + audit trail.
Sent emails (demo outbox)
0
No emails yet. Sending a proposal, receiving client changes, or triggering an alert set to "email" will show up here.